Interview

Arcmont on finding opportunities amid the noise

As European private credit continues its growth trajectory, Michael Massarano of Arcmont Asset Management digs into what is required to stay ahead of competitors against a volatile macroeconomic backdrop.

Triton Partners: How to avoid a herd mentality in deal-sourcing

Amyn Pesnani and Matthew Turner at Triton Partners explain why thorough due diligence and risk underwriting are so crucial to offering a differentiated approach to European credit investing.

Pantheon: Primary market noise brings secondary opportunity

Retail redemptions and software exposure highlight the need for liquidity across private credit, offering potential opportunities for secondaries investors, according to Rakesh (Rick) Jain and Toni Vainio at Pantheon.

PwC on how to capture additional value via tax levers

Avoiding tax leakage has become a key consideration for investors in the credit secondaries market, according to Mindi Lowy, a tax partner at PwC.

Davis Polk on the differences between equity and credit secondaries

The private credit secondaries market is taking off but, when it comes to GP-led deals in particular, there are key distinctions to be aware of vis-à-vis equity secondaries transactions, say Leor Landa and Sijia Cai, partners at Davis Polk.

StepStone Group on capturing opportunities as the market scales

Innovative structuring is helping to drive the next phase of growth in credit secondaries, maintains John Bohill, partner and member of the Private Debt Investment Committee at StepStone Group.

KKR on how capital solutions are a structural growth opportunity

Capital solutions strategies afford companies partnerships that are rooted in aligned value creation, with high levels of flexibility, says Blaine MacDougald, partner and co-head of KKR’s Strategic Investments Group.

Arrow Global on how operational capability underpins success in asset-backed investing

Toni McDermott, head of credit and lending at Arrow Global, explains why a more hands-on approach to private credit is creating value, especially in stressed markets.

RBC BlueBay Asset Management on tackling emerging market private credit misconceptions

RBC BlueBay Asset Management’s Mihai Florian explains why it might be time for investors to consider previously overlooked private credit opportunities in emerging markets.

Latham & Watkins: The liability management market enters a new era

While liability management exercises have become dramatically more common over the last few years, taking a long-term view of a company’s capital needs remains crucial to their success, say Latham & Watkins’ John Sobolewski and Joe Zujkowski.